ASSET PLANNING SERVICES INC

CRD 104715File 801-29419

APPROVED

Retail clients

Custody

Filing as of Feb 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$365.6M

Below cohort median (national)

Discretionary AUM

$323.8M

Non-discretionary $41.8M

Clients

148

516 accounts

Employees

Above cohort median in LA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: MIRO
Registration date: May 14, 1987
Principal office: 509 W. 21ST AVENUE, COVINGTON, LA, 70433
Phone: 985-867-8679
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $365.6M
Discretionary AUM: $323.8M
Non-discretionary AUM: $41.8M
Discretionary accounts: 410
Non-discretionary accounts: 106
Total accounts: 516
AUM per client: $2.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$4.1M
High net worth individuals	68	$328.1M
Pension and profit sharing plans	Fewer than 5	$5.4M
Individuals (other than high net worth individuals)	73	$27.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.